Lincoln National Corp’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Lincoln National Corp’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-37,454	Closed	-$950K	–	1141
2023 Q3	$950K	Sell	37,454 -535	-1%	-$13.5K	0.02%	421
2023 Q2	$961K	Buy	+37,989	New	+$958K	0.02%	426
2023 Q1	–	Hold	0	–	–	–	443
2021 Q3	–	Hold	0	–	–	–	797
2017 Q4	–	Hold	0	–	–	–	529

Other funds holding IBDO

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

FGAM

Financial Gravity Asset Management Lakeway, Texas $562M AUM

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Lincoln National Corp's IBDO Position: Q4 2023 in Review

Lincoln National Corp sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q4 2023, closing a stake of 37,454 shares — an estimated $950K sold.

Lincoln National Corp first reported a position in IBDO in Q2 2023 and held it in 2 quarters. The position peaked at $961K in Q2 2023. 5 funds tracked by Wall St. Rank hold IBDO as of Q4 2023.

Lincoln National Corp reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q4 2023 after selling out during the quarter.
Lincoln National Corp sold 37,454 iShares iBonds Dec 2023 Term Corporate ETF shares in Q4 2023, an estimated $950K.
Lincoln National Corp first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2023 and held it in 2 quarters.
Lincoln National Corp's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $961K in Q2 2023.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q4 2023.

Based on Lincoln National Corp's 13F filing for Q4 2023, filed 6 Feb 2024.